ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,275 | -3.7% | 2,323 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $591,158 | +8.0% | 2,323 | -0.1% | 0.04% | +2.4% |
| Q1 2023 | $547,329 | +6.7% | 2,325 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $513,081 | +15.3% | 2,325 | +8.1% | 0.04% | +5.4% |
| Q3 2022 | $445,000 | +45.4% | 2,150 | +84.5% | 0.04% | +76.2% |
| Q1 2022 | $306,000 | +29.7% | 1,165 | +37.1% | 0.02% | +40.0% |
| Q4 2021 | $236,000 | +8.8% | 850 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $217,000 | -2.7% | 850 | -2.3% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | +3.7% | 870 | -4.2% | 0.02% | -6.2% |
| Q1 2021 | $215,000 | +1.9% | 908 | -4.0% | 0.02% | 0.0% |
| Q4 2020 | $211,000 | – | 946 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
| SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
| Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
| GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
| PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
| Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
| Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
| Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
| McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
| BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |